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FSMD icon

Allworth Financial’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Allworth Financial’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
1,986
+435
+28% +$21.5K ﹤0.01% 1908
2026
Q1 		$69.4K Buy
1,551
+724
+88% +$33.2K ﹤0.01% 2088
2025
Q4 		$36.5K Buy
827
+55
+7% +$2.41K ﹤0.01% 2410
2025
Q3 		$34K Buy
772
+89
+13% +$3.83K ﹤0.01% 2377
2025
Q2 		$28.3K Buy
683
+305
+81% +$12K ﹤0.01% 2294
2025
Q1 		$14.4K Buy
+378
New +$15.5K ﹤0.01% 2264
2024
Q4 		– Sell
-12
Closed -$497 – 3984
2024
Q3 		$497 Buy
+12
New +$476 ﹤0.01% 3418

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Allworth Financial's FSMD Position: Q2 2026 in Review

Allworth Financial increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 28% in Q2 2026, buying an estimated $21.5K and bringing the position to 1,986 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Allworth Financial first reported a position in FSMD in Q3 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Allworth Financial held 1,986 shares of Fidelity Small-Mid Multifactor ETF worth $105K as of Q2 2026.
  • Allworth Financial bought 435 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $21.5K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1908 holding.
  • Allworth Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.